34
Growth Score
pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Optimate Financial Solutions provides advisory and brokerage across insurance, investments, retirement, and employee benefits.
- Antonio Lopes: Director
- Lindsay Lofstedt: Director & Co-Owner
About the Company
Optimate Financial Solutions provides advisory and brokerage services for individuals and businesses. Offerings include life and disability cover, investment planning, retirement funding guidance, and employee benefit consulting. The firm structures portfolios using products from multiple financial institutions and supports ongoing reviews, claims
assistance, and policy administration. Services extend to estate planning coordination and corporate risk benefits, including group retirement arrangements. Digital tools and consultations aim to clarify options and align solutions with client objectives.
